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Analysis of:
Apple Faces Challenges In Driving iPhone Adoption By Business (www.informationweek.com)
The RIM versus Apple battle is the current smartphone battlefield (unless Nokia can enter the fray), with Microsoft and Palm bowing out due to an inability to innovate and deliver products that capitalize on the shifting pro-sumer or business / consumer market. Now that Apple is making a move...
Analysis of:
Microsoft software chief warns against rush to merge platforms (www.ft.com)
The ability of traditional software vendors like Microsoft, IBM, SAP and Oracle to innovate and keep pace with the market will increasingly become difficult. Large ISVs will continue in their strategy of acquiring companies that have established traction in the marketplace. Corporate investment...
March 10, 2008
A Kinder, Gentler Microsoft - in the Browser Battle Trenches, is the Aggressor Playing Nice?
Analysis of:
Microsoft rolls out test of new Internet Explorer 8 (www.reuters.com)
A Kinder, Gentler Microsoft - in the Browser Battle Trenches, is the Aggressor Playing Nice?
Microsoft is in the middle of a tremendous browser battle. Their share has been eroding, and the web masses are getting restless. Internet Explorer 8 is an attempt to fight back Firefox and Safari, but it also appears to be a change in approach for Microsoft.
Analysis of:
Google Gears heads for Windows Mobile phones (www.zdnetasia.com)
Google Gears delivers interactive applications that run offline to a place where these applications will certainly excel, on a mobile device. However, the users most likely to use it, iPhone users, aren’t on the list and neither are Nokia users. Are they just seeding for the Android launch?...
March 4, 2008
Data is King: Verizon, Sprint, AT&T, and T-Mobile Hasten Voice as Commodity in the Wireless World
Analysis of:
Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee (biz.yahoo.com)
Data is King: Verizon, Sprint, AT&T, and T-Mobile Hasten Voice as Commodity in the Wireless World
With the decreasing value of voice through both mobile and landline phones, Verizon, AT&T, Sprint, and T-Mobile are all entering into a price war that places a decreasing value on voice. They are also adding data onto their plans, and services such as Sprint TV, in the hopes of getting consumers...
Analysis of:
Microsoft Expands Online Services (online.wsj.com)
SaaS is stepping front and center in the software market. Subscription managment skills will become increasingly important. Managing customer relationships within software companies will replace license management as the preminent skill. Operational excellence for ISV's in the management of software...
Analysis of:
EA Leaps into Free Video Games (www.businessweek.com)
EA attempts to bring a successful Asian model stateside. Success is almost guaranteed given the penetration of internet play in US homes.
Analysis of:
Salesforce.com - Ticking Time Bomb? (seekingalpha.com)
Salesforce.com has built a great SaaS business but pressure will follow from major ISVs. SaaS is an announced strategy for several large software players. Technology leadership for Salesforce.com will become increasingly difficult but when is the question.
Analysis of:
How Media Would Weather Recession (adage.com)
2008 is already shaping up to be another tough year for newspapers. Falling revenues have prompted big layoffs at New York Times and Tribune. A recession only makes matters worse.
Analysis of:
Traditional Media Companies Launch quadrantONE Ad Net (www.mediaweek.com)
Four big newspaper players have created a new company to sell online advertising to national advertisers. QuadrantOne will have dedicated inventory on 175 newspaper and TV web sites, reaching 50 million unique users in 27 of the top 30 markets.
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